Company or Recruiter:
|
|
Worldleaders, Inc.
|
Industry:
|
|
Financial Services
|
Function:
|
|
Financial Planning
|
Location:
|
|
New York, NY
|
REF Code:
|
|
|
|
Position Level:
|
|
Executive
|
Position Type:
|
|
Full Time
|
Salary:
|
|
$100 - 150K
|
|
|
We are currently partnering with a client-owned wealth management firm to find its next Director of Client Services. This is an exceptional opportunity to join a world-class team of professionals in a leadership capacity.
The Director of Client Services will be responsible for client relationships, business management, and business strategy development.
Client Relationships
Responsible for the on-going proactive interaction and communication between the firm and its clients to ensure that each client receives outstanding financial, tax, fiduciary, and investment management.
Serve as the primary client contact, which includes developing an integrated (investment, tax, insurance, estate and trust) financial plan, for select clients.
Participate in the asset allocation decision-making process with individual clients and directly advise and counsel clients on their investments with input from the investment team.
Conduct estate plan reviews with clients and collaboratively work with client attorney, the firm legal counsel, and the firm tax department to ensure effective estate planning as well as the proper implementation of estate planning strategies.
Work with the firm staff to ensure that all trust accounts are reviewed with income beneficiaries annually and provide input to the firms management team concerning beneficiaries needs and objectives.
Monitor the firms website to ensure it is current and error-free.
Advise management team on goals and priorities common among clients and advise the senior leadership team on communication of information that impacts the quality of investments, tax, accounting, and other services provided by the organization.
Develop and implement programs to educate clients on financial matters, and coordinate and plan client meetings in support of initiatives led by client families.
What experience is required?
This position requires the ability to interact with a diverse client population, ranging from young adults to senior family members, both as individuals and within groups, on matters including investments, financial and tax planning, and fiduciary issues.
Core Skills:
Excellent interpersonal skills and strong analytical capabilities.
Strong ability to communicate with clients in a clear manner and strong presentation skills
Established relationship building and time management skills
Ability to develop and provide comprehensive recommendations.
Ability to work in a collegial, team-oriented environment that involves working with members of the management team and board of directors in executing the companys strategic plan.
Ability to motivate and develop staff.
Specific Requirements:
Strong academic credentials; Bachelors degree required, JD or MBA highly preferred.
At least eight years of relevant experience working with clients on general financial, investment, tax and estate planning issues. Legal training preferred.
Trust and estate experience preferred.
CFP highly desired.
About the Company
Our client is a wealth management organization that provides pro-active trust and estate planning, tax management and advice, financial planning and investment management to its client owners and their families.
The firm serves approximately sixty households located through the United States and other parts of the world. The company maintains a working environment that is team-oriented and allows its staff to develop both professionally and personally. The company operates from a core set of values which govern conduct at every level of the organization. These values include integrity, continuous improvement and excellence.
|
Contact:
|
Robert Park
|
Phone:
|
585-399-0656
|
Fax:
|
|
E-mail:
|
rpark@worldleadersjobs.com
|
URL:
|
www.worldleadersjobs.com
|
|
|
Worldleaders, Inc.
Worldleaders, headquartered in Rochester, NY is a professional search firm with national and international delivery capabilities.
|
|
|
|
|
|
